Weekly Theme Wrap (Feb 23 – Feb 27)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +13.4%). Best single day this week: Feb 26, +19.3%.
Average change over the period
Semiconductor Equipment led the week of Feb 23 to Feb 27, strong on 4 days with an average change of 13.39%. Its best day was Feb 26, at 19.32%.
Semiconductor Majors (Fabrication) also held up for 4 days, led by SK hynix and Samsung Electronics. Its average change was a steadier 3.3%, with a best day of 6.17% on Feb 26.
The biggest average belonged to Life Insurance at 17.97%, though only on Feb 23 via MIRAE ASSET Life Insurance. Electric Cables averaged 9.64% over 2 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +13.4% | 2026-02-26 (+19.3%) | running | Green Optics, Hmnex, Justem |
| Semiconductor Majors (Fabrication) | 4d | +3.3% | 2026-02-26 (+6.2%) | running | SK hynix, Samsung Electronics |
| Defense & War | 3d | +6.2% | 2026-02-23 (+8.0%) | recurred | TAIHAN Fiberoptics, Sensorview, Itcenentec |
| Electric Cables | 2d | +9.6% | 2026-02-23 (+11.5%) | recurred | Gaon Cable, Dawon Cable |
| Semiconductor Materials & Components | 2d | +9.3% | 2026-02-24 (+10.4%) | recurred | KEC, Ji-tech |
| MLCC (Multilayer Ceramic Capacitors) | 2d | +8.4% | 2026-02-23 (+12.6%) | running | Samwha Capacitor, Gis |
| Nuclear | 2d | +6.7% | 2026-02-23 (+8.9%) | recurred | Enertork, Hyundai Engineering & Construction |
| Securities Brokers | 2d | +6.1% | 2026-02-26 (+8.5%) | running | Yuhwa Securities |
| Car Majors | 2d | +3.9% | 2026-02-25 (+6.9%) | recurred | Kia, Hyundai Motor |
| Life Insurance | 1d | +18.0% | 2026-02-23 (+18.0%) | running | MIRAE ASSET Life Insurance |
Related News by Theme
- Semiconductor Equipment (2026-02-26) [특징주] 펨트론, HBM 검사장비 수요 확대 기대감에 상한가 직행 — 아주경제 (Korean)
- Semiconductor Majors (Fabrication) (2026-02-26) “결혼자금 3억으로 삼전·SK하이닉스 샀는데…” 공무원 화제 — 한국경제 (Korean)
- Electric Cables (2026-02-23) [특징주] AI 전력 수요 기대에 전선주 동반 강세…대원전선 상한가 — 아주경제 (Korean)
What to Watch Next Week
Semiconductor Equipment and Semiconductor Majors (Fabrication) were both on a consecutive run at week’s end. Whether that streak carries on is the first thing to check next week.
Defense & War returned for 3 days with an average change of 6.18%. Electric Cables, Nuclear and Car Majors also recurred; their follow-through is next.
Theme heatmap
| 02-23 | 02-24 | 02-25 | 02-26 | 02-27 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +9.1 | +18.1 | +7.1 | +19.3 | |
| Semiconductor Majors (Fabrication) | +0.9 | +4.7 | +1.5 | +6.2 | |
| Defense & War | +8.0 | +6.0 | +4.5 | ||
| Electric Cables | +11.5 | +7.8 | |||
| Semiconductor Materials & Components | +10.4 | +8.2 | |||
| MLCC (Multilayer Ceramic Capacitors) | +12.6 | +4.3 | |||
| Nuclear | +8.9 | +4.5 | |||
| Securities Brokers | +3.7 | +8.5 | |||
| Car Majors | +0.9 | +6.9 | |||
| Life Insurance | +18.0 |